Plan Governance & Monitoring

A retirement plan is a separate legal entity. A retirement plan is created by and sponsored by an employer. As a separate entity a retirement plan requires a governance process compatible with the employer’s governance process.
Retirement plans are becoming increasingly popular and necessary for recruiting, retaining and rewarding employees.
We help employers establish plan goals, measure plan metrics and monitor plan performance in an effective manageable process.
We appreciate that while your retirement plan is very important, your business success is primary.

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